Biography

Preparing for the next step in life isn’t always easy. I help people protect the ones they love through a variety of financial products and solutions to meet their needs. Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability. I offer an analysis of your current financial situation and help you to identify financial goals and concerns, illustrate what is being done to reach your goals, and identify gaps, if present, and offer solutions to help fill them.

Education

University of Houston - BS in Business Finance

Hobbies

Volunteering
Jeep clubs
Scuba diving
Bodybuilding.

Affiliations & Memberships

I am affiliated with the VFW Post 8790
Wounded Warrior Project

Focus Areas

  • Insurance Strategies
  • Military
  • Business Owners
  • Business Succession Planning
  • Financial Education
  • Estate Planning
  • Retirement Income Planning
  • College Funding Strategies
  • Investment Strategies (Reg. Reps Only)

Languages

  • English

Set-up an Appointment

Coverpath - Get a quote for term life insurance

CRN202008-234829

Check the background of this investment professional on FINRA's BrokerCheck